Aventura Private Wealth’s National Grid NGG Stock Holding History

Aventura Private Wealth’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79.4K	Buy	958 +99	+12%	+$8.42K	0.02%	287
2026 Q1	$72.7K	Hold	859	–	–	0.03%	265
2025 Q4	$66.4K	Sell	859 -12	-1%	-$903	0.02%	258
2025 Q3	$62.4K	Sell	871 -945	-52%	-$66.3K	0.02%	271
2025 Q2	$133K	Sell	1,816 -179	-9%	-$12.3K	0.06%	174
2025 Q1	$125K	Sell	1,995 -44	-2%	-$2.59K	0.07%	174
2024 Q4	$116K	Buy	+2,039	New	+$123K	0.06%	177

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aventura Private Wealth's NGG Position: Q2 2026 in Review

Aventura Private Wealth increased its National Grid (NGG) stake by 12% in Q2 2026, buying an estimated $8.42K and bringing the position to 958 shares worth $79.4K. The position accounts for 0.02% of the portfolio, ranked #287.

Aventura Private Wealth first reported a position in NGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $133K in Q2 2025. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Aventura Private Wealth held 958 shares of National Grid worth $79.4K as of Q2 2026.
Aventura Private Wealth bought 99 National Grid shares in Q2 2026, an estimated $8.42K.
National Grid made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #287 holding.
Aventura Private Wealth first reported a position in National Grid in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's National Grid position peaked at $133K in Q2 2025.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.